TF

Tilson Financial Group, Inc.

13F
Tilson Financial Group, Inc.
Last update 2025-04-29 72 Stocks (2 new)
Value $253.00 Mil Turnover 7 %
Countries:
Top Holdings: VCRB(13.27%)VUG(10.36%)DFLV(9.14%)DFAS(6.90%)VTEB(4.53%)
Summary Stock Picks Current Portfolio
Tilson Financial Group, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VCRB
Vanguard Core Bond ETF
433,429
33,560.0
+9.82%
13.270
+1.19%
1.320
+0.50%
+4.25%
2,747.3
 
VUG
Vanguard Growth ETF
70,633
26,190.0
+15.51%
10.360
+1.39%
0.020
+24.44%
+7.95%
152,432.4
 
DFLV
Dimensional US Large Cap Value ETF
755,688
23,100.0
+22.29%
9.140
+1.67%
0.680
+8.96%
+6.50%
3,710.5
 
DFAS
Dimensional U.S. Small Cap ETF
291,868
17,440.0
+3.26%
6.900
+0.22%
0.190
+16.49%
+1.71%
10,558.0
 
VTEB
Vanguard Tax-Exempt Bond ETF
230,640
11,440.0
+9.39%
4.530
+0.39%
0.030
-0.88%
-0.73%
35,799.5
 
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
345,912
9,890.0
+4.39%
3.910
+0.16%
0.110
+0.07%
+4.27%
8,714.3
 
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
296,475
8,670.0
+2.36%
3.430
+0.08%
0.150
+0.68%
+2.51%
5,749.0
 
VEA
Vanguard FTSE Developed Markets ETF
164,796
8,380.0
-36.27%
3.310
-1.83%
0.010
+15.17%
+21.17%
151,853.0
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
60,046
7,740.0
+1.18%
3.060
+0.04%
0.010
+10.16%
+7.86%
58,243.4
 
RLY
SPDR SSgA Multi-Asset Real Return ETF
SPDR SSgA Multi-Asset Real Return ETF
267,942
7,650.0
+3.51%
3.030
+0.10%
1.580
+6.28%
+10.17%
508.8
 

Tilson Financial Group, Inc.'s Historical Top Holdings Breakdowns

Tilson Financial Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Reduce
Reduce
-1.83%
●
47.4 ($50.6) 52.99
$57.22
13.08%
Reduce -36.27%
164,796
-93,807
DFLV
Dimensional US Large Cap Value ETF
2025-03-31
Add
Add
+1.67%
●
29.56 ($30.89) 31.77
$31.70
2.62%
Add 22.29%
755,688
137,724
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+1.39%
●
369.1 ($404.54) 427.61
$441.98
9.25%
Add 15.51%
70,633
9,483
VCRB
Vanguard Core Bond ETF
2025-03-31
Add
Add
+1.19%
●
74.92 ($76.52) 77.71
$77.02
0.65%
Add 9.82%
433,429
38,745
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Add
Add
+0.39%
●
49.25 ($50.03) 50.66
$48.95
-2.16%
Add 9.39%
230,640
19,794
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+0.32%
●
25.54 ($27.31) 28.8
$31.21
14.28%
Add 15.18%
224,179
29,547
DFAS
Dimensional U.S. Small Cap ETF
2025-03-31
Add
Add
+0.22%
●
58.81 ($64.31) 68.2
$65.87
2.43%
Add 3.26%
291,868
9,208
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.19%
●
25.35 ($26.59) 27.46
$30.06
13.05%
Add 8.53%
233,347
18,339
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
2025-03-31
Add
Add
+0.16%
●
27.64 ($28.14) 28.58
$28.52
1.35%
Add 4.39%
345,912
14,557
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Add
Add
+0.16%
●
64.88 ($69.16) 72.1
$73.57
6.38%
Add 9.18%
73,110
6,145

Tilson Financial Group, Inc. Total Holding History ($B)

To

Tilson Financial Group, Inc.'s Asset Allocation

To

Tilson Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Tilson Financial Group, Inc.'s Hypothetical Growth since 2025-03-31

Tilson Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Tilson Financial Group, Inc.'s Holdings Heat Map

Size field:

Tilson Financial Group, Inc.'s Holdings Bubble Chart

Tilson Financial Group, Inc. News

  • 1

Discussions on Tilson Financial Group, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.